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Schwab US Broad Market ETF

1,309 hedge funds and large institutions have $12.9B invested in Schwab US Broad Market ETF in 2025 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 485 increasing their positions, 470 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

332% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 37

128% more call options, than puts

Call options by funds: $34.7M | Put options by funds: $15.2M

8% more funds holding

Funds holding: 1,2101,309 (+99)

7% more capital invested

Capital invested by funds: $12.1B → $12.9B (+$843M)

3% more repeat investments, than reductions

Existing positions increased: 485 | Existing positions reduced: 470

0.54% more ownership

Funds ownership: 32.31%32.85% (+0.54%)

1% less funds holding in top 10

Funds holding in top 10: 139137 (-2)

Holders
1,309
Holders Change
+99
Holders Change %
+8.18%
% of All Funds
15.92%
Holding in Top 10
137
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.44%
% of All Funds
1.67%
New
160
Increased
485
Reduced
470
Closed
37
Calls
$34.7M
Puts
$15.2M
Net Calls
+$19.5M
Net Calls Change
-$2.52M
Name Holding Trade Value Shares
Change
Change in
Stake
GSAM
576
Grant Street Asset Management
Pennsylvania
$1.36M +$15K +576 +1%
PIWA
577
Prevail Innovative Wealth Advisors
Kansas
$1.34M +$163K +6,280 +14%
AWA
578
Acorn Wealth Advisors
Michigan
$1.34M -$112K -4,318 -8%
PWS
579
Physician Wealth Solutions
Nevada
$1.33M -$47.6K -1,829 -3%
EF
580
Envision Financial
Wisconsin
$1.33M -$3.59K -138 -0.3%
KWM
581
Keebeck Wealth Management
Illinois
$1.31M +$286 +11 +0%
SW
582
SVB Wealth
Massachusetts
$1.31M -$357K -13,722 -22%
HC
583
Hurley Capital
New York
$1.3M +$26.2K +1,006 +2%
KA
584
KLCM Advisors
Wisconsin
$1.29M +$1.28M +49,359 New
CP
585
Cornerstone Planning
North Carolina
$1.28M +$1.28M +48,984 New
EGWAG
586
Elwood & Goetz Wealth Advisory Group
Georgia
$1.27M -$6.59K -253 -0.5%
GA
587
Greenspring Advisors
Maryland
$1.26M +$1.25M +48,080 New
EWA
588
EverSource Wealth Advisors
Alabama
$1.25M -$80.3K -3,083 -6%
FCMA
589
Foresight Capital Management Advisors
Michigan
$1.25M +$3.75K +144 +0.3%
WMWM
590
Whitaker-Myers Wealth Managers
Ohio
$1.24M +$2.68K +103 +0.2%
PIM
591
Penobscot Investment Management
Massachusetts
$1.23M
MFG
592
Midwest Financial Group
Kansas
$1.23M +$2.71K +104 +0.2%
LWM
593
Lionshead Wealth Management
New York
$1.22M -$55.4K -2,130 -4%
WWM
594
Westwood Wealth Management
California
$1.22M +$1.21M +46,656 New
TF
595
Tompkins Financial
New York
$1.2M
OC
596
Oarsman Capital
Wisconsin
$1.2M +$29.2K +1,122 +3%
FNBT
597
FineMark National Bank & Trust
Florida
$1.19M
SHWM
598
Smith & Howard Wealth Management
Georgia
$1.19M -$40.3K -1,548 -3%
TIP
599
Tandem Investment Partners
New Jersey
$1.19M +$153K +5,894 +15%
PAS
600
Park Avenue Securities
New York
$1.19M +$87.7K +3,367 +8%